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Ethos Financial Group’s Altria Group MO Stock Holding History

Ethos Financial Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
22,166
+1,914
+9% +$134K 0.11% 168
2026
Q1 		$1.17M Hold
20,252
– – 0.09% 183
2025
Q4 		$1.17M Sell
20,252
-1,690
-8% -$102K 0.09% 181
2025
Q3 		$1.45M Buy
21,942
+114
+0.5% +$7.22K 0.11% 148
2025
Q2 		$1.28M Sell
21,828
-2,843
-12% -$167K 0.11% 151
2025
Q1 		$1.46M Buy
24,671
+21,526
+684% +$1.18M 0.14% 134
2024
Q4 		$168K Buy
+3,145
New +$168K 0.02% 300

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ethos Financial Group's MO Position: Q2 2026 in Review

Ethos Financial Group increased its Altria Group (MO) stake by 9.5% in Q2 2026, buying an estimated $134K and bringing the position to 22,166 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #168.

Ethos Financial Group first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Ethos Financial Group held 22,166 shares of Altria Group worth $1.59M as of Q2 2026.
  • Ethos Financial Group bought 1,914 Altria Group shares in Q2 2026, an estimated $134K.
  • Altria Group made up 0.11% of Ethos Financial Group's portfolio in Q2 2026, its #168 holding.
  • Ethos Financial Group first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.